26 Feb 2024

Senior Relationship Manager, Trust

Ref 36118

Do you have 3-5 years of Trust experience and are seeking a new role? A growing firm is seeking a Senior Relationship Manager to join their team.

Key responsibilities 

  • Undertaking day-to-day administrative tasks on a group of trust corporate client entities
  • Liaising with clients and their advisors ensuring all requests are met in a timely manner 
  • Ensuring all records and supporting documents are filed and updated 
  • Liaising with banks, investment and other asset managers and agents to ensure client assets are properly managed
  • Undertaking periodic reviews of client entities and ensure all regulatory requirements are complied with 
  • Ensuring debts are cleared

Ideally you will be STEP, ICSA, CGI qualified or part qualified with technical trust experience. In addition, strong organisational skills and excellent interpersonal and communication skills are required. if this sounds interesting, please get in touch to register today!

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